Interactive Web Appendix
Jan Bertsch
Winter Semester 2021/22
Note:
The process of how the results and specific variables are obtained is not displayed. This can be reviewed in the original R-Code which is also available in the repository.
Textual Analysis Dataframe
| id | firm | year | tokens_sw | GeneralTerms | Web | KPI | Technology | total |
|---|---|---|---|---|---|---|---|---|
| 1316500 | Campbell Soup Co | 2006 | 5049 | 22 | 3 | 6 | 0 | 31 |
| 3646662 | Exxon Mobil Corp | 2010 | 4710 | 0 | 1 | 5 | 12 | 18 |
| 5125036 | Apple | 2013 | 3584 | 16 | 2 | 16 | 5 | 39 |
| 12185974 | Johnson & Johnson | 2019 | 5447 | 18 | 4 | 9 | 11 | 42 |
| 13325767 | Walmart | 2020 | 4758 | 20 | 20 | 4 | 0 | 44 |
| 13447549 | Microsoft Corp | 2021 | 4753 | 35 | 3 | 35 | 48 | 121 |
| DM.rtf | GeneralTerms.rtf | Web.rtf | KPI.rtf | Technology.rtf | Sector | CMO_presence | DM_Foc |
|---|---|---|---|---|---|---|---|
| 0.6139830 | 0.4357298 | 0.0594177 | 0.1188354 | 0.0000000 | Consumer Staples | 1 | 0 |
| 0.3821656 | 0.0000000 | 0.0212314 | 0.1061571 | 0.2547771 | Energy | 0 | 0 |
| 1.0881696 | 0.4464286 | 0.0558036 | 0.4464286 | 0.1395089 | Information Technology | 0 | 1 |
| 0.7710666 | 0.3304571 | 0.0734349 | 0.1652286 | 0.2019460 | Health Care | 0 | 0 |
| 0.9247583 | 0.4203447 | 0.4203447 | 0.0840689 | 0.0000000 | Consumer Staples | 0 | 1 |
| 2.5457606 | 0.7363770 | 0.0631180 | 0.7363770 | 1.0098885 | Information Technology | 0 | 1 |
| negative | positive | uncertainty | negative.rtf | positive.rtf | uncertainty.rtf | sentiment |
|---|---|---|---|---|---|---|
| 95 | 186 | 88 | 1.881561 | 3.683898 | 1.742919 | 0.0180234 |
| 55 | 174 | 61 | 1.167728 | 3.694268 | 1.295117 | 0.0252654 |
| 41 | 127 | 58 | 1.143973 | 3.543527 | 1.618304 | 0.0239955 |
| 125 | 223 | 78 | 2.294841 | 4.093997 | 1.431981 | 0.0179916 |
| 95 | 199 | 79 | 1.996637 | 4.182430 | 1.660362 | 0.0218579 |
| 60 | 173 | 69 | 1.262361 | 3.639806 | 1.451715 | 0.0237745 |
Top Firms in Economic Sectors by Quarterly Sales Revenues
revtq = total quarterly revenues in million USD
| firm | Sector | year | quarter | revtq |
|---|---|---|---|---|
| Weyerhaeuser Co | Real Estate | 2006 | Q2 | 4868.000 |
| General Electric Co | Industrials | 2007 | Q4 | 47833.000 |
| LyondellBasell Industries NV | Materials | 2011 | Q2 | 13306.000 |
| Exxon Mobil Corp | Energy | 2011 | Q4 | 107419.000 |
| Suburban Propane Partners LP | Utilities | 2014 | Q2 | 873.772 |
| Walmart | Consumer Staples | 2018 | Q4 | 138793.000 |
| Moody’s Corp | Financials | 2017 | Q4 | 1165.500 |
| AT&T | Telecommunication Services | 2018 | Q4 | 48042.000 |
| Apple | Information Technology | 2019 | Q1 | 91819.000 |
| Amazon.com | Consumer Discretionary | 2020 | Q3 | 96145.000 |
| CVS Health Corp | Health Care | 2020 | Q3 | 67056.000 |
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Visualization of Textual Analysis
The following plots (except the sentiment plot) are interactive. You can interact as follows:
- Mark an area with the cursor to zoom in (double-click to zoom out)
- Click on a variable in the legend to show or hide it
- Double-Click to isolate the variable
- Double-Click to isolate the variable
- Hover over lines/bars to show details
1.2 Average Sentiment over Time
By taking a closer look at the graph, it can be observed that the sentiment was significantly lower in the highlighted areas in 2008 and 2020 which reflect the financial crisis and the start of the CoVid-19 pandemic.
